Axis Retirement Fund - Aggressive Plan vs LIC MF LARGE CAP FUND

Axis vs LIC· Portfolio Overlap Analysis

45.7%High Overlap

33 common stocksRank #15027 / 20,000

Investor takeaway: At 45.7% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (33)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in LIC MF LARGE CAP	Overlap
HDFC Bank Limited Banks	5.55%	9.31%	5.55%
Reliance Industries Limited Petroleum Products	5.54%	6.45%	5.54%
ICICI Bank Limited Banks	4.90%	8.03%	4.90%
State Bank of India Banks	3.73%	3.32%	3.32%
Larsen & Toubro Limited Construction	3.17%	5.64%	3.17%
Infosys Limited IT - Software	3.38%	2.73%	2.73%
Bharti Airtel Limited Telecom - Services	2.67%	4.06%	2.67%
Mahindra & Mahindra Limited Automobiles	2.25%	2.16%	2.16%
Pidilite Industries Limited Chemicals & Petrochemicals	1.91%	1.53%	1.53%
Kotak Mahindra Bank Limited Banks	1.29%	1.54%	1.29%
Apollo Hospitals Enterprise Limited Healthcare Services	0.99%	1.62%	0.99%
Titan Company Limited Consumer Durables	0.86%	2.01%	0.86%
Shriram Finance Limited Finance	0.83%	0.92%	0.83%
Tata Consultancy Services Limited IT - Software	0.83%	1.42%	0.83%
Eternal Limited Retailing	0.78%	1.34%	0.78%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	2.08%	0.75%
Varun Beverages Limited Beverages	0.74%	0.88%	0.74%
Fortis Healthcare Limited Healthcare Services	1.29%	0.67%	0.67%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.77%	0.65%	0.65%
InterGlobe Aviation Limited Transport Services	0.65%	1.50%	0.65%
Tata Power Company Limited Power	0.64%	0.81%	0.64%
Bharat Electronics Limited Aerospace & Defense	0.63%	1.75%	0.63%
United Spirits Limited Beverages	0.69%	0.55%	0.55%
Cipla Limited Pharmaceuticals & Biotechnology	0.49%	0.93%	0.49%
Hindustan Aeronautics Limited Aerospace & Defense	0.47%	0.90%	0.47%
Hindustan Unilever Limited Diversified FMCG	0.47%	2.55%	0.47%
REC Limited Finance	0.44%	1.34%	0.44%
ITC Limited Diversified FMCG	0.34%	2.57%	0.34%
Mphasis Limited IT - Software	0.27%	0.41%	0.27%
Jubilant Foodworks Limited Leisure Services	0.25%	0.75%	0.25%
Hyundai Motor India Ltd Automobiles	0.22%	0.98%	0.22%
Axis Bank Limited Banks	0.19%	2.79%	0.19%
Cholamandalam Investment and Finance Company Ltd Finance	0.48%	0.12%	0.12%

Unique to Axis Retirement Fund - Aggress

Divi's Laboratories Limited1.95%
Bajaj Finance Limited1.93%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.3% (5)

Petroleum Products

5.5% (1)

IT - Software

3.8% (3)

Construction

3.2% (1)

Telecom - Services

2.7% (1)

Automobiles

2.4% (2)

Healthcare Services

1.7% (2)

Chemicals & Petrochemicals

1.5% (1)

Finance

1.4% (3)

Beverages

1.3% (2)

Pharmaceuticals & Biotechnology

1.2% (2)

Aerospace & Defense

1.1% (2)

Consumer Durables

0.9% (1)

Diversified FMCG

0.8% (2)

Retailing

0.8% (1)

Agricultural, Commercial & Construction Vehicles

0.7% (1)

Transport Services

0.7% (1)

Power

0.6% (1)

Leisure Services

0.3% (1)

More comparisons for Axis Retirement Fund - Aggress

vs Axis Retirement Fund - Dynamic71.5% · 77 stocks
vs Axis Aggressive Hybrid63.7% · 69 stocks
vs Axis Children’s62.5% · 72 stocks
vs Axis Balanced Advantage56.6% · 68 stocks
vs Axis ELSS Tax Saver54.1% · 49 stocks

More comparisons for LIC MF LARGE CAP

vs HDFC NIFTY 50 ETF65.4% · 27 stocks
vs HDFC Nifty 50 Index65.4% · 27 stocks
vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
vs SBI Nifty Index65.4% · 27 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.